Robert Lee Email & Phone Number

Senior Vice President @ Sovereign Wealth Advisors, LLC

5 free lookup(s).

Robert Lee Location

Houston, TX, US

Robert Lee Work

2017 - now Senior Vice President @ Sovereign Wealth Advisors, LLC
2014 - 2017 Senior Vice President @ IBG Financial Advisors
2006 - 2014 Vice President @ Merrill Lynch

1998 - 2006 Sr. Investment Specialist @ J.P. Morgan
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Robert Lee Education

Texas A&M University
MS (Economics)
1982 - 1984
Southwestern University
BA (International Economics)
1978 - 1982
Memorial High School
1973 - 1978

Robert Lee Skills

Investments
Strategic Financial Planning
Asset Allocation

Series 7
Small Business
Retirement
Private Banking
Portfolio Management
Financial Advisory
Financial Services

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Robert Lee Summary

Robert Lee, based in Houston, TX, US, is currently a Senior Vice President at Sovereign Wealth Advisors, LLC. Robert Lee brings experience from previous roles at IBG Financial Advisors, Merrill Lynch and JP Morgan. Robert Lee holds a 1982 - 1984 MS in Economics @ Texas A&M University. With a robust skill set that includes Investments, Strategic Financial Planning, Asset Allocation, Series 7, Small Business and more. Robert Lee has 1 emails and 3 mobile phone numbers on RocketReach.

Robert Lee Emails

Found 1 emails

@sovereigngrp.com

Robert Lee Phone Numbers

Found 6 phone numbers

5 free lookup(s).

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Others Named Robert Lee

Robert Lee

Chief Executive Officer and Founder at Dragos, Inc.

Washington, DC, US
3
- gmail.com
- yahoo.com
- dragos.com
5+
- +1 732-266-XXXX
- +1 256-226-XXXX
- +1 210-540-XXXX
- +1 703-585-XXXX
- +1 831-214-XXXX
- +1 609-627-XXXX
Robert Lee

Chief Technology Officer at Blue Owl Capital

New York, NY, US
2
- yahoo.com
- blueowl.com
5+
- +1 212-970-XXXX
- +1 201-871-XXXX
- +1 212-407-XXXX
- +1 269-665-XXXX
- +1 347-821-XXXX
- +1 212-407-XXXX

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Top Sovereign Wealth Advisors, LLC Employees

Teresa Theobald

Vice President, Wealth Advisor at Sovereign Wealth Advisors, LLC

Houston, TX, US
4
- sovereigngrp.com
- gmail.com
- yahoo.com
- msn.com
3
- +1 713-527-XXXX
- +1 218-391-XXXX
- +1 319-523-XXXX
Juan Davila

Vice President - Wealth Advisor at Sovereign Wealth Advisors, LLC

Houston, TX, US
3
- sovereigngrp.com
- me.com
- gmail.com
1
- +1 936-689-XXXX
Robert Lee

Senior Vice President at Sovereign Wealth Advisors, LLC

Houston, TX, US
1
- sovereigngrp.com
5+
- +1 713-515-XXXX
- +1 713-444-XXXX
- +1 832-475-XXXX
- +1 310-889-XXXX
- +1 713-692-XXXX
- +1 409-201-XXXX
Matthew Holder

Vice President - Wealth Advisor at Sovereign Wealth Advisors, LLC

Houston, TX, US
2
- sovereigngrp.com
- yahoo.com
3
- +1 727-488-XXXX
- +1 803-409-XXXX
- +1 713-527-XXXX
John Blair

VP and Wealth Advisor at Sovereign Wealth Advisors, LLC

Houston, TX, US
3
- sovereigngrp.com
- gmail.com
- att.net
1
- +1 281-615-XXXX
Jeff Peskin

Senior Vice President at Sovereign Wealth Advisors, LLC

Houston, TX, US
3
- sbcglobal.net
- sovereigngrp.com
- hotmail.com
4
- +1 281-451-XXXX
- +1 281-804-XXXX
- +1 832-491-XXXX
- +1 858-926-XXXX
Stephen Petty

Registered Investment Represenrative at Sovereign Wealth Advisors, LLC

Houston, TX, US
3
- lpl.com
- sovereigngrp.com
- hotmail.com
4
- +1 281-382-XXXX
- +1 201-606-XXXX
- +1 732-801-XXXX
- +1 713-780-XXXX

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